Arthur Hayes' Tariff Thesis: Forced Fed Liquidity as Bitcoin Rocket Fuel BitMEX co-founder's latest analysis: tariffs will cause inflation, potentially forcing capital controls and massive central bank expansion—with Bitcoin as primary beneficiary. Macro catalyst timeline: Tariff implementation (Q2 2026): Trade barriers rise Inflation acceleration (Q3-Q4 2026): Supply chain disruptions Fed response (2027): Forced liquidity injections Capital controls possibility (2027-2028): Currency restrictions Bitcoin adoption surge (2028+): Alternative store of value This frames BTC not just as digital gold, but as geopolitical insurance. Which scenario is MOST likely in the next 24 months? Tariffs → inflation → Fed expansion → BTC surge Tariffs contained, limited inflation impact Alternative catalyst (debt crisis, banking stress) None: crypto decouples from macro Join the macro prediction market. Tag your geopolitical risk assessment. 🌍 #MacroCrypto #Bitcoin #Geopolitics @CryptoHayes @RaoulGMI @TheStalwart